We have removed every unnecessary step from the estate planning process. Here is what working with Remy Law looks like from start to finish.
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Free Consultation
A 15 to 30 minute call to understand your family, your assets and your goals. No pressure and no obligation. This conversation frequently ends with a smaller plan than the caller expected, because a good many people arrive convinced they need more than they do.
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Your Plan, Designed
We identify the right documents for your situation and give you the flat-fee number at your meeting, before any work begins. The quote includes the deed work required to fund a trust, which is the step most often left out of a low quote and discovered later as an extra.
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Review Together
We walk through every document in plain language, so you understand exactly what you are signing, who is protected, and why. This is the part where questions are welcome and where plans usually get better.
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Executed and Complete
Documents are signed with witnesses present and notarized. Then we work through funding, which is what makes the plan function, and we are here as your life and the law change.
What happens after signing
A signed plan is not a finished plan. The step that decides whether it works is funding: moving your assets into the trust so it actually controls them.
We prepare the deeds, and we give you a written set of instructions for the accounts and beneficiary designations you handle yourself. When you are done, send us your checklist and we will confirm nothing was missed.
The whole process is written up here: how to fund your trust in Michigan.
Coming prepared
Nothing is required for the first call. If you want to arrive further along, the estate planning questionnaire is the form we work from, and there is a short list of what to bring on the resources page.
If you have none of it, come anyway. Most people do not.
Reviews and updates
An estate plan should be looked at every five years or so, and sooner after a marriage, a divorce, a birth, a death, a business sold, or a move to another state.
If you have a plan drafted by another firm, a review is worth asking about regardless of who prepared it. The most common defect we find is a trust that was never funded, and that check is short.